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PPS Advisors, Inc. Small Business Breakfast

PPS Advisors, Inc. Small Business Breakfast Please join us for a networking breakfast and rare opportunity to chat with business specialist who will discuss your small business risk management, financing, legal, accounting, succession planning, and benefits plan concerns. Specialists will visit each table so that you may ask specific questions and discuss key issues with […]

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colette

The Power of a Plan; Women & Wealth Workshop

  PPS Advisors Presents; A Special Workshop on  The Power of a Plan: Women & Wealth Know Your Finances Set Clear Financial Goals Capitalize on tax-advantaged retirement planning vehicles Establish an investment plan     Speaker: Colette Frey-Bitzas Certified Financial Planner,™MBA When: Thursday, May 15th Presentation: 6:00 to 8:00 pm Where: Setauket Neighborhood House 95 […]

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rollover

Stay or Roll Over? What to Do With Your Old Retirement Accounts

Having your retirement portfolio in one place can make it easier to track performance, ensure proper asset allocation, and make changes. How many retirement accounts do you have? If you’ve changed jobs a few times over the years, you could have several accounts housed in different employers’ plans. While it is certainly acceptable to leave […]

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tax planning tips

2012 Year-end Tax Planning—Opportunity or Nightmare?

Year-end tax strategies for 2012 are complicated due to the ongoing uncertainty around the “fiscal cliff.” However, one fact is definite: An effective tax plan is specific to a taxpayer’s individual situation. Without the extension of the Bush tax cuts, one can be sure that tax rates will increase in 2013. Being armed with knowledge […]

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Tax Forms and Calculator

Investment Income Surtax for High Earners Is on the Way

Consider shifting fixed-income investments to tax-exempt municipal bonds, since income from munis is not considered net investment income for surtax purposes.                             As part of the Patient Protection and Affordable Care Act, a 3.8% surtax on investment income is scheduled to go […]

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saving and retirement

Retirement Planning: Three Steps Can Pay Off

An employer-sponsored retirement plan and an IRA can help to build retirement savings. When planning for retirement, certain external factors, such as stock market returns or the rate of inflation, are beyond the control of investors. But there are issues that preretirees can control that may be helpful in building retirement assets. According to academics […]

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tax planning tips

Tax Tips for 2012

  It is important to monitor developments in Washington to make sure you understand how tax legislation could affect your situation. When reviewing the impact of taxes on your investments, it is important to understand that many items currently in the federal tax code are scheduled to expire after December 31, 2012. Although future actions […]

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